Tax Planning and Preparation
Far more than just preparing your income tax return. You'll get professional tax advice throughout the year, and learn how to lawfully reduce your taxes.
Record Keeping
Whether you love your PC or hate it, Practical Financial Planning has a record-keeping system for you. For your hard-copy records, there's a filing system that makes it easy to know what to throw away, and what to keep ... and for how long. And computer users will love seeing their financial picture at the click of a button, with enhancements to a leading personal finance package.
Life Planning and Goal Setting
What do you want your life to look like? What do you need your money to do for you, to help you get there? Turn those financial dreams into real, attainable financial goals, for the near term and for the future. Enhance your wealth-building abilities, and strengthen your protection against financial loss.
Insurance and Risk Review
Most people only get insurance advice from someone selling them a policy. Because Practical Financial Planning doesn't sell insurance, clients get an independent, unbiased evaluation of their insurance coverage and deductibles, and a full review of insurance needs, without any sales pressure. Your review is based on what your life is really like, not what the insurance sales brochures say you should have.
Wills and Estate Planning
Should you worry about estate taxes and probate costs? How should your assets be divided, and how can you take care of your family? Practical Financial Planning will help you think through the tough questions, and help you protect your hard-earned net worth with recommendations about wills, trusts, powers of attorney, and health care directives such as living wills and durable powers of attorney for health care.
Portfolio Analysis
Whether you've never invested before or have a sizable portfolio, you want to be sure your investments are appropriate for your goals, your tax bracket, and your personal tolerance for risk. Clients receive a complete analysis of their current holdings and specific recommendations about putting available assets optimally to work.
Asset Allocation
Practical Financial Planning does not time financial markets. You'll learn how to balance your investments to hedge against extreme economic cycles. Diversification appropriate to your investment goals and time frames can help you reduce your portfolio risk while substantially enhancing return on investments.
No-Load Implementation
Clients benefit from analysis of no-load funds and specific investment recommendations, and from hands-on assistance with implementing the investment program.
Workshops and Seminar Presentations
From 40-minute "brown bag lunch" presentations to 8-hour courses, Ken Robinson offers a variety of financial education programs for your staff or community group. Have a specific topic you'd like to hear about? Ken will custom design a presentation for your group's particular needs, with no sales of financial products.